Gifford & Associates - Plattsburgh (NY)

Jeffrey Zink A young teller helped me so much when there was fraudulent activity on my debit card, I believe her name was Melissa

Miranda V thank you for all your help and funding.

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Michael Meath We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you arent already a client!

Greg Lehn I had the pleasure of working with Dwayne Marcus when buying my first home. The entire process was really hassle free, which meant a lot considering the amount of nervousness that goes into a home purchase. He was prompt in all of his responses to my questions and comments. He was kind and personable. I would recommend him to anyone that would like to move forward with buying a home.